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Creating a Credit Note

The best way to learn about credit notes is to watch this short (30 seconds) video:

To create a credit note for a patient:

  1. Open the Patient Record
  2. Click on the Accounts tab
  3. Click the New Credit Note button

When the New Credit Note page opens:

  1. Enter a note that describes the reason for the credit note.
  2. Enter the the amount to be credited.
  3. Choose the Invoice that is to be credited. This will assign the credit note to the same Medical Centre and Account as the Invoice.
  4. If you have VAT/GST enabled, you'll also be asked to enter the tax rate to be applied.
  5. Press Save.

You can now choose email and/or print the credit note.

credit_note.1367509553.txt.gz · Last modified: 2013/05/02 16:45 by sean
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